Fund Formations Paralegal
Job Title:
Fund Formations Paralegal
Job Responsibilities:
The Fund Formations Paralegal is responsible for supporting attorneys in the Fund Formation & Investment Management practice group. Key duties include:
- Assisting with private investment fund formation and related transactions, such as forming funds and affiliated entities, including limited partnerships and limited liability companies.
- Drafting and filing formation certificates, tax identification forms, and initial governing agreements.
- Reviewing subscription agreements and tracking investor submissions, including AML/KYC documentation and related tax forms.
- Analyzing federal and state securities laws exemptions from registration and preparing federal Form D and applicable state securities filings.
- Preparing and distributing closing sets to investors, attorneys, and clients.
- Supporting the transfer process for private investment fund sponsors from inception to closing, managing closing of transfer, handling invoices, and post-closing client recordkeeping.
- Managing annual and periodic filings for investment advisers to private investment funds.
- Supporting private fund investment transactions, organizing transaction documents, coordinating full execution of legal agreements, and managing closing documents for client recordkeeping and practice group knowledge management.
- Assisting with organizing relevant documents related to private investment fund formations and private fund investments, and providing ongoing corporate maintenance for private investment fund clients.
Essential Capabilities:
- Demonstrated experience with private investment funds, servicing private fund managers, and institutional investors.
- Ability to maintain strict confidentiality of internal and personnel affairs.
- Effective collaboration and interaction with all levels of personnel, including management, colleagues, and support staff.
- Strong oral and written communication skills.
- Proactive approach to meeting deadlines, responding to changing priorities, and adapting to tight deadlines with multiple tasks.
- Excellent attention to detail with timely follow through on deliverables.
- Pursuit of professional development by actively seeking feedback and learning new skills.
- Professional demeanor in all situations, working effectively within a cross-office and culturally diverse environment.
Education and Experience Information:
- High School diploma or GED required.
- Bachelor's degree and/or paralegal certificate strongly preferred.
- Minimum of three (3) years of corporate paralegal or comparable work experience required.
Salary Information:
- For the Chicago-based position, the salary range is between $82,700 - $115,800, pursuant to the Illinois Equity Pay Act.
- For the Washington DC-based position, the salary range is between $89,900 - $125,900, pursuant to the Washington DC Pay Transparency Law.
- The actual offered amount will be determined based on education, experience, geographic market, and internal pay equity at the law firm.
The law firm offers a comprehensive benefit program, which includes Paid Time Off, Paid Holidays, Medical, Dental and Vision insurance, 401(k) Retirement, Disability and Life insurance, Adoption Assistance, and Backup Care for Dependents. The law firm is an Affirmative Action/Equal Opportunity Employer/Vet/Disabled.
About Law Firm:
The law firm is an Am Law 50 firm consistently ranked among top-tier practices, with over 1,100 lawyers across 26 offices in the United States, Mexico, Europe, and Asia. The firm focuses on Corporate, Intellectual Property, and Litigation, with primary sectors in Energy, Health Care & Life Sciences, Innovative Technology, and Manufacturing. The firm is committed to providing innovative legal services and acting as trusted business advisors to clients, delivering creative, practical, and effective solutions while maintaining a focus on the future.
